# Sales Receipt {% embed url="" %}
Step 1: Create a New Sales Receipt Navigate to the **Sales** dropdown, select Sales Receipt**,** and click **"Add New"** to create a new sales receipt. ***Note:** You can skip this step if you are generating the receipt directly from an invoice.*
Step 2: Insert Customer Details 🔹 **Client Name *****(Required)***\ Select or type your customer’s registered name. This links the invoice to the correct client profile. 🔹 **Details**\ Auto-filled with the contact person and contact number once the client is selected. ***Note:** You can skip this step if you are generating the receipt directly from an invoice.*
Step 3: Insert Payment Details 🔹 **Payment Date *****(Required)***\ The date when the payment is made.\ \ 🔹 **Payment Method** \ Method of payment is set to **Bank Transfer** by default. 🔹 **Invoice Details *****(Required)***\ Select the invoice to which this payment applies.\ \&#xNAN;***Note:** If the sales receipt is generated directly from an invoice, the invoice details will be auto populated.*\ \ 🔹 **Payment *****(Required)***\ Enter the amount paid for the transaction.
Step 4: Include Remarks 🔹 **Notes *****(Optional)***\ Add any additional information or remarks related to the payment.\ \ **🔹Attachment *****(Optional)***\ Upload supporting documents (e.g., payment proof, bank slip, or related files) to keep a complete record with the sales receipt.
Step 5: Save Sales Receipt Details Click the **"Save"** button to store the sales receipt details. Sales Receipt is created! 🎉
Step 6: Modify Sales Receipt Details (Optional) To make changes to sales receipt details, click **"Edit"**, update the details as needed, and then click **"Save"** to store the updates.
Step 7: Share the Quotation via WhatsApp or Email Click the **Share** button to send the quotation directly, either by **WhatsApp** or **Email** * **WhatsApp** – Contact number and default message autofill. Edit if needed, then **Send**. * **Email** – Email address and default message autofill. Edit if needed, then **Send**. 💡 **Tip:** Ensure client details (phone & email) are filled in so fields populate automatically.
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